Book Image

Maximizing Tableau Server

By : Patrick Sarsfield, Brandi Locker
Book Image

Maximizing Tableau Server

By: Patrick Sarsfield, Brandi Locker

Overview of this book

Tableau Server is a business intelligence application that provides a centralized location to store, edit, share, and collaborate on content, such as dashboards and curated data sources. This book gets you up and running with Tableau Server to help you increase end-user engagement for your published work as well as reduce or eliminate redundant tasks. You’ll explore Tableau Server's structure and how to get started by connecting, publishing content, and navigating the software interface. Next, you’ll learn when and how to update the settings of your content at various levels to best utilize Tableau Server’s features. You’ll understand how to interact with the Tableau Server interface to locate, sort, filter, manage and customize content. Later, the book shows you how to leverage other valuable features that enable you and your audience to share, download, and interact with content on Tableau Server. As you progress, you’ll cover principles to increase the performance of your published content. All along, the book shows you how to navigate, interact with, and use Tableau Server with the help of engaging examples and best practices shared by recognized Tableau professionals. By the end of this Tableau book, you’ll have a solid understanding of how to use Tableau Server to manage content, automate tasks, and increase end-user engagement.
Table of Contents (16 chapters)
1
Section 1: Getting Started with Tableau Server
4
Section 2: Navigating and Customizing the Tableau Server Interface
8
Section 3: Managing Content on Tableau Server
12
Section 4: Final Thoughts

Examining the Favorites page

Your Favorites page enables you to create and maintain a list of shortcuts to your favorite or most frequently viewed content on Tableau Server. This page is located on the Navigation Pane on the left-hand side of your screen and can be identified by the star icon and the word Favorites. Your Favorites page starts empty and gradually fills in as you select and add content you find important or valuable.

Ways to favorite content

Any content on Tableau Server where you see a star icon can be added to a list of your personal favorites. To add your most frequently used or viewed content to your Favorites page, simply click the star icon where you see it available.

You can find a favorites star in three locations:

  • In the header of an open view:

Figure 3.20 – Favorites page star in the header

  • In a grid view:

Figure 3.21 – Favorites page star in a grid view

Dashboard...